Strategic Wealth Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.06K Buy
+322
New +$8.06K ﹤0.01% 820
2019
Q4
Sell
-322
Closed -$8 433
2019
Q3
$8 Sell
322
-18
-5% ﹤0.01% 596
2019
Q2
$9K Buy
+340
New +$9K ﹤0.01% 571